Managing Categories

Learn how to manage categories that allow you to organise email messages, appointments, contacts and tasks across apps, independently from the folder structure. You e.g. can use your own category for a specific project or customer. Categories have the following properties:

A category consists of a name and a colour.
When searching for objects, you can use categories as search terms.
Depending on the configuration, specific categories are predefined. Such categories can neither be edited nor deleted.
You can create, edit and delete your own categories.
You can assign a category or several categories to email messages, appointments, contacts and tasks and delete them later.

Note: For email messages, you can also use inbox tabs. A specific inbox category can be assigned to an email. The category depends on the sender, see Working with inbox categories.

The following options are available:

create your own category
edit your own category
delete your own category

How to manage your categories:

Click the Settings icon on the right side of the menu bar. Click on All settings. The Settings window opens.

Click on Basic in the left pane. Click on Manage categories below Advanced settings.

You can also use one of the following methods:
- Select an email. Click the Add category icon in the tool bar. Select Manage categories.
- Open the editing window for appointments, contacts or tasks by creating or editing an appointment, a contact or a task.
  
  To do so, click on Add category next to Categories. Select Manage categories.
The Manage categories window opens.
To create a new category, click on New category.

Enter a name in the New category window. Select a colour and an icon.
In order to edit a category, click the Edit icon next to the category.
In order to delete a category, click the Delete icon .

Data Organisation and Shares

Managing Categories